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What if a single wealth management platform could save you time?

While providing a deeper, more engaging experience for your clients?

The Beatles said it best: “All together now”

Wave goodbye to multiple platforms. Welcome one tool that does it all.


A client’s full financial picture on one screen

To help clearly visualize their assets.




Meet BlackLogix

If you’re a small to mid-sized advisor, Blacklogix brings simplicity and clarity to your business. Industry best-of-class tools unify on one platform in an easy-to-understand display:

  • CircleBlack: Established, tight two-way integrations with key industry solution providers
  • Trinlogix: Leading visual communication solution shows an easy-to-understand 3D portfolio view
  • Redtail: Leading provider of web-based Client Relationship Management solutions
  • Totum: Leading provider in risk profiling
  • Envestnet MoneyGuide: Industry-leading financial planning software.

Learn how BlackLogix can deliver greater value and increase your ROI

Schedule a demo | Read the press release | Download the brochure  

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